Rates, products & financial rules
Configure rate sheets, pricing, and financial calculation rules.
By Emma1 author6 articles
- Create a rate sheetIn this article, we explain how to create a rate sheet in setup.
- Extend a rate sheet end dateIn this article, we explain how to extend a rate sheet end date so products can be used on the client roster again.
- Update product charge rateIn this article, we explain how to update the charge rate for a product on a rate sheet when it’s charging the wrong amount.
- Add a rate band to a productIn this article, we explain how to override the hourly rate with a rate band for a product.
- Staff and client productsIn this article, we explain how to add new products, link them to rate sheets and staff contracts, and remove them when no longer needed.
- Overriding public holidays on rate sheetsIn this article, we explain how to set up overriding public holidays on rate sheets.